Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.691 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 51649.57 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48450.51 Kr¶
PnL: ---------------------------------------> -637.06 Kr¶
DD now: ---------------------------------> -0.568 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 11:02:14.663902'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.100000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | 3.550000 | 806.000000 | 133.000000 | 19.760000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.900000 | 3563.520000 | 109.520000 | 3.170000 | 3453.999992 |
| HEBA B | 70 | 2.360000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| SAAB B | 8 | 1.260000 | 3460.000000 | 83.000000 | 2.460000 | 3377.000000 |
| Swedbank A | 3 | 2.300000 | 615.000000 | 51.000000 | 9.040000 | 564.000000 |
| Resurs Holding | 22 | 1.190000 | 618.640000 | 44.640000 | 7.780000 | 573.999998 |
| AcadeMedia | 12 | 1.100000 | 597.840000 | 40.840000 | 7.330000 | 557.000004 |
| MedCap | 2 | -1.080000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.160000 | 388.100000 | 33.100000 | 9.320000 | 355.000000 |
| Intrum | 4 | 1.670000 | 548.400000 | 21.400000 | 4.060000 | 527.000000 |
| OEM International B | 7 | 1.030000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| Norva24 Group | 16 | -2.500000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| Eastnine | 4 | 0.640000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Securitas B | 6 | 1.760000 | 582.120000 | 12.120000 | 2.130000 | 570.000000 |
| Coor Service Management Hold. | 8 | 1.200000 | 540.400000 | 8.400000 | 1.580000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.550000 | 251.040000 | 5.040000 | 2.050000 | 246.000000 |
| Karnov Group | 9 | 0.000000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Boozt | 12 | 1.550000 | 1656.000000 | 2.000000 | 0.120000 | 1653.999996 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Corem Property Group B | 59 | 2.510000 | 577.910000 | 0.910000 | 0.160000 | 576.999999 |
| Handelsbanken A | 5 | 0.410000 | 546.500000 | 0.500000 | 0.090000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.200000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Midsona B | 63 | 0.330000 | 577.080000 | -5.920000 | -1.020000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.550000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| CTEK | 13 | 1.790000 | 508.820000 | -25.180000 | -4.720000 | 533.999999 |
| Fasadgruppen Group | 38 | -1.280000 | 4111.600000 | -29.400000 | -0.710000 | 4140.999992 |
| International Petroleum Corp. | 5 | 0.090000 | 563.000000 | -31.570000 | -5.310000 | 594.565215 |
| Essity B | 2 | -1.060000 | 539.600000 | -34.400000 | -5.990000 | 574.000000 |
| Vivesto | 1368 | -0.200000 | 559.790000 | -53.210000 | -8.680000 | 612.999432 |
| Essity A | 4 | -0.730000 | 1084.000000 | -65.000000 | -5.660000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.620000 | 2953.800000 | -130.200000 | -4.220000 | 3083.999994 |
| OX2 | 22 | 4.350000 | 1846.900000 | -142.100000 | -7.140000 | 1989.000002 |
| Axfood | 15 | -4.170000 | 3865.500000 | -434.500000 | -10.100000 | 4300.000005 |
| Ovzon | 64 | -0.750000 | 3372.800000 | -623.200000 | -15.600000 | 3996.000000 |
| TOTAL | 48450.510000 | -637.060000 | -0.56755% | 49087.564636 |
Updated:¶
'2023-02-01 11:02:28.241879'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
